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Franklin Covey
FC

61 hedge funds and large institutions have $141M invested in Franklin Covey in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $4.35M

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

9% more funds holding

Funds holding: 56 → 61 (+5)

1% more capital invested

Capital invested by funds: $140M → $141M (+$1.32M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.56% less ownership

Funds ownership: 49.61% → 49.05% (-0.56%)

31% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 26

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
18
Reduced
26
Closed
2
Calls
$20.1M
Puts
$4.35M
Net Calls
+$15.7M
Net Calls Change
+$2.57M

Top Buyers

Rank Fund Capital Flow
1
PG
PEAK6 Group
Illinois
+$1.31M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$568K
3
BBHC
Brown Brothers Harriman & Co
New York
+$394K
4
Wolverine Trading
Wolverine Trading
Illinois
+$288K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$239K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.02M
2
PM
Pembroke Management
Quebec, Canada
-$974K
3
OP
Osmium Partners
California
-$758K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$577K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$522K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$633K -$1.02M -51,827 -63%
TCIM
27
TIAA CREF Investment Management
New York
$560K +$39.1K +1,991 +8%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$558K +$140K +7,158 +36%
SRAM
29
Stone Ridge Asset Management
New York
$528K +$500K +25,459 New
MWM
30
Modera Wealth Management
New Jersey
$506K -$71.2K -3,626 -13%
Invesco
31
Invesco
Georgia
$504K +$216 +11 +0%
Morgan Stanley
32
Morgan Stanley
New York
$455K +$116K +5,894 +37%
ID
33
Integral Derivatives
New York
$436K -$9.81K -500 -2%
LAM
34
Lapides Asset Management
Connecticut
$417K -$312K -15,900 -44%
BBHC
35
Brown Brothers Harriman & Co
New York
$417K +$394K +20,089 New
TA
36
Teachers Advisors
New York
$398K – – –
Two Sigma Advisers
37
Two Sigma Advisers
New York
$365K -$41.2K -2,100 -11%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$318K +$2.51K +128 +0.8%
Simplex Trading
39
Simplex Trading
Illinois
$314K -$376K -19,173 -56%
Wells Fargo
40
Wells Fargo
California
$307K +$74.2K +3,782 +34%
Wolverine Trading
41
Wolverine Trading
Illinois
$305K +$288K +14,687 New
STA
42
Summit Trail Advisors
New York
$235K +$160K +8,146 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$232K – – –
Millennium Management
44
Millennium Management
New York
$231K +$219K +11,134 New
Two Sigma Investments
45
Two Sigma Investments
New York
$220K -$151K -7,670 -42%
State Board of Administration of Florida Retirement System
46
State Board of Administration of Florida Retirement System
Florida
$215K – – –
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$214K – – –
JG
48
Jefferies Group
New York
$212K +$201K +10,218 New
WIC
49
Woodmont Investment Counsel
Tennessee
$208K +$58.9K +3,000 +43%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185K -$6.48K -330 -4%
1
2
3

FC Hedge Fund Activity: Q4 2017 in Review

61 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Franklin Covey (FC) for Q4 2017, worth a combined $141M — up 0.94% from $140M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FC positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 26 trimmed.

The largest buyer was PEAK6 Group, adding an estimated $1.31M. The largest seller was JP Morgan Chase, cutting an estimated $1.02M.

  • 61 institutional investors held Franklin Covey (FC) as of Q4 2017, up from 56 in Q3 2017.
  • Funds reported $141M of Franklin Covey stock for Q4 2017, up 0.94% quarter-over-quarter.
  • 7 funds opened new Franklin Covey positions in Q4 2017 and 2 closed out, a net change of +5 holders.
  • The largest Franklin Covey buyer in Q4 2017 was PEAK6 Group, an estimated $1.31M added.
  • The largest Franklin Covey seller in Q4 2017 was JP Morgan Chase, an estimated $1.02M sold.

Based on aggregated 13F filings for Q4 2017.